Belpointe Asset Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Belpointe Asset Management’s Portfolio SPFF Stock Details SPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,048	Closed	-$47.4K	–	2973
2023 Q1	$47.4K	Hold	5,048	–	–	﹤0.01%	1735
2022 Q4	$47.5K	Buy	+5,048	New	+$49.1K	﹤0.01%	1645

Other funds holding SPFF

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Belpointe Asset Management's SPFF Position: Q2 2023 in Review

Belpointe Asset Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2023, closing a stake of 5,048 shares — an estimated $47.4K sold.

Belpointe Asset Management first reported a position in SPFF in Q4 2022 and held it in 2 quarters. The position peaked at $47.5K in Q4 2022. 50 funds tracked by Wall St. Rank hold SPFF as of Q2 2023.

Belpointe Asset Management reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 5,048 Global X SuperIncome Preferred ETF shares in Q2 2023, an estimated $47.4K.
Belpointe Asset Management first reported a position in Global X SuperIncome Preferred ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Global X SuperIncome Preferred ETF position peaked at $47.5K in Q4 2022.
50 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.